See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,602 |
Service code 19 P.O. BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 19 200 WEST STREET · NEW YORK, NY 10282 | Securities Custodian | $0 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 19 222 BERKELEY STREET · BOSTON, MA 02116 | Securities Custodian | $0 |
IVY FUNDS2 years Filed as: IVY INVESTMENTS MANAGEMENT COMPANY Service code 19 POST OFFICE BOX 29217 · SHAWNEE MISSION, KS 662019217 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
Filed as: PRINCIPAL MANAGEMENT CORPORATION Service code 19 655 9TH STREET · DES MOINES, IA 503922080 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST CO.,NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,347 | $65,557-53.7% | $105,738-71.3% | $56,287-46.1% |
| Participation rate | 74.1% | 63.4%+10.6pp | 76.3%-2.3pp | 69.9%+4.2pp |
| Annual return | -4.76% | -1.32%-3.4pp | 6.27%-11.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $713 | $1,788-60.1% | $3,268-78.2% | $2,111-66.2% |
| Participant deferral / active EE | $2,371 | $2,418-1.9% | $4,080-41.9% | $3,350-29.2% |
| Admin fee / account holder | $62 | $561-89.0% | $6,913-99.1% | $521-88.1% |